Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BAKER TILLY ADVISORY GROUP PARENT, LP
EIN 99-1405547Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.37B assets
Welfare
0
Participants
9,921
205 N MICHIGAN ST SUITE 2700 - CHICAGO, IL 60601608-240-2426
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.37B assets / 9,921 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BAKER TILLY ADVISORY GROUP PARENT, LP SAVINGS PLAN
401k
Assets$1.32B
Participants9,464
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
BAKER TILLY ADVISORY GROUP PARENT, LP MARKET BASED CASH BALANCE PLAN
CashBalance
Assets$47.4M
Participants457
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BAKER TILLY ADVISORY GROUP PARENT, LP SAVINGS PLAN | 401k | $1.32B | 9,464 | 2024 | |
| 005 | BAKER TILLY ADVISORY GROUP PARENT, LP MARKET BASED CASH BALANCE PLAN | CashBalance | $47.4M | 457 | 2024 |
Retirement plans